$145 Million is the total value of Peachtree Investment Partners, LLC's 75 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -650 | -100.0% | -0.03% | – |
SCHR | Exit | SCHWAB STRATEGIC TRintrm trm tres | $0 | – | -700 | -100.0% | -0.03% | – |
EDV | Exit | VANGUARD WORLD FDextended dur | $0 | – | -904 | -100.0% | -0.12% | – |
BA | Exit | BOEING CO | $0 | – | -1,226 | -100.0% | -0.18% | – |
IBKC | Exit | IBERIABANK CORP | $0 | – | -6,134 | -100.0% | -0.23% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,758 | -100.0% | -0.44% | – |
SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -84,947 | -100.0% | -7.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 20 | Q3 2023 | 17.1% |
MICROSOFT CORP | 20 | Q3 2023 | 14.6% |
VISA INC | 20 | Q3 2023 | 11.0% |
HOME DEPOT INC | 20 | Q3 2023 | 7.0% |
ACCENTURE PLC IRELAND | 20 | Q3 2023 | 4.2% |
NORTHROP GRUMMAN CORP | 20 | Q3 2023 | 4.2% |
TJX COS INC NEW | 20 | Q3 2023 | 3.6% |
COSTCO WHSL CORP NEW | 20 | Q3 2023 | 4.7% |
AUTOMATIC DATA PROCESSING IN | 20 | Q3 2023 | 3.1% |
UNITEDHEALTH GROUP INC | 20 | Q3 2023 | 7.7% |
View Peachtree Investment Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-16 |
13F-HR | 2022-06-08 |
13F-HR | 2022-02-11 |
View Peachtree Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.